How ChatGPT made one wealth adviser feel ‘replaceable’
James Taylor, wealth adviser at Compound Planning, said he felt “replaceable” after ChatGPT did a “good job” of…
Crawley, Slough and Cambridge: the top three towns for adviser pay
The south-east, Cambridgeshire and the north-west of England are strong contenders for the highest average salaries for financial…
Advisers warned not to put all ‘eggs in one basket’ with IHT planning
Having good communication skills will “really pay off” for advisers when it comes to discussing upcoming changes to…
‘We take everything a financial adviser does and fully automate it’
“I saw a gap in the market to take everything that a financial adviser does and fully automate…